LISP Administrator
PSG Konsult Ltd
Gauteng Wealth
9d ago

DESCRIPTION

To deliver accurate and in time processingof all client instructions on the PSG Wealth investment platform. This position reports to a Team Leader.

MAIN RESPONSIBILITIES :

  • Process all types of instructions (newbusiness, switches, withdrawals, transfers, BDA accounts, etc.) received fromClient Service within the service level goals
  • Ensure that incorrect or incomplete instructionsreceived are escalated back to the relevant client service consultant
  • Adhere to all operational processes andminimise operational errors
  • Ensure accurate record-keeping and dataintegrity through processing tasks
  • Play a key role in ensuring correct dataand correct execution of instructions
  • To ensure accurate record keeping throughservice related administrative tasks.
  • To assist with database updates andinformation maintenance.
  • To actively participate in theorganisation s continuous improvement by identifying and proposing solutions tosystem, process and service related failures
  • Deal with queries from client service consultantsand other internal stakeholders
  • Assist with special projects and assignmentsas agreed on an ad hoc basis
  • Apply TCF principles in daily tasks
  • QUALIFICATIONS AND EXPERIENCE

  • Matric and studying towards a relevantfinancial or business degree
  • Experience in the administration of a LISPplatform
  • 2 years in the financial services industry
  • Client focused
  • Accuracy skills essential
  • Strong verbal and written communicationskills
  • Ability to work under pressure
  • Ability to deal with complexity
  • Systematic and organised
  • Attention to detail
  • Ability to recognise, communicate andassist in solving problems
  • Ability to prioritise and functionpositively under pressure
  • Ability to function as part of a team
  • Computer literacy, especially Excel
  • Apply
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